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Implementing GL Journal Workflow at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their journal entry process. These improvements include streamlining their entry process and reducing redundancy.

With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the entry of journals by utilizing several of the new delivered functionality. This included the new approval framework for workflow and the attachment feature for journals. Read more

Automating Recurring Payments: Streamlining Procure-to-Pay and Reducing Redundancy at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and reducing redundancy.

With the upgrade to PeopleSoft Financials 9.1, we were able to streamline recurring payments by utilizing some of the new delivered functionality along with existing functionality that was not being used. This included the new lease payment processing from Asset Management. Read more

PeopleSoft 9.2 – PeopleSoft Upgrade Manager (PUM)

PUM: for the uninitiated, this acronym might not create a great deal of excitement, but wait until you use it. PeopleSoft Update Manager (PUM) has been described as “the tool that breaks up a large upgrade into small, easy-to-apply updates.” One user describes PUM as “a search tool to find applicable patches.” Another says, “PUM simplifies maintenance”—and it really does!
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Evaluating PS Release 9.2: First Adopters or Wait?

PeopleSoft (PS) 9.2 is GA on Friday, 3/22, and the press releases show that everything will be available—that’s great news. Bloomberg[i] reports a broad range of customers have already started the PeopleSoft 9.2 upgrade process. We at Sierra-Cedar can attest to that. We are working with a number of our clients on their PS 9.2 upgrade: project planning, identifying resources, securing budgets, and reviewing the value of the new functions in the pre-release notes[ii].

I did a straw poll and asked for the pros and cons of upgrading ASAP versus pushing the upgrade off for a while. Read more

Introducing the “Evaluating PS Release 9.2” Series

PeopleSoft (PS) 9.2 – it’s finally coming, and soon.  Over the past several months, the PS community has been reviewing all the pre-pre-release info available in order to figure out exactly what is changing with this newest release. We’ve heard that PS 9.2 is different, and that’s definitely true – in some very good ways. At first glance, it looks like it’s easier to use. I think I could easily and intuitively navigate PS 9.2 with little training and execute transactions with fewer clicks. It includes pre-configured analytics that will provide users with fast, summarized information.

Sierra-Cedar currently uses many PS modules across HCM and FMS.  Some applications we’ve modified (a lot) in order to meet our business needs, and others are used completely out-of-the-box. We don’t automatically upgrade when the next release is available. Why’s that?  I’ll get into this in more detail later Read more

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